Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Small Cap Equity Fund Class R6 Mutual fund in their Schedule of Assets, totaling $35.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ONEOK, INC. ONEOK, INC. 401(K) PLAN | TULSA OK | 5,150 | $1.4B | $32.5M |
| 2 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 120 | $27.0M | $1.2M |
| 3 | LEESAR INC. LEESAR INC. 401(K) PROFIT SHARING PLAN & TRUST |
FT MYERS FL |
| 268 |
| $14.2M |
| $1.1M |
| 4 | CLOVERDALE FOODS COMPANY CLOVERDALE 401K PLAN | MANDAN ND | 422 | $17.1M | $511K |
| 5 | PSCO KIEFFER, INC. PSCO KIEFFER RETIREMENT PLAN | SHEBOYGAN WI | 62 | $6.4M | $173K |
| 6 | HEARTVIEW FOUNDATION HEARTVIEW FOUNDATION 401(K) PROFIT SHARING PLAN | BISMARCK ND | 162 | $6.6M | $139K |
